Mortgage and Protection Adviser
Lucy Gulwell specialisms
- First time Buyers including the Help to Buy
- Home Movers
- Bad Credit Mortgages
- Buy-to-Let Mortgages including Portfolio Landlords
I have worked for 14 years within the financial industry and became a Mortgage Adviser back in 2013. Previously I worked for a very large bank for 12 years. My roles included Telephony Relationship Management which involved dealing with Mortgage brokers like myself and most importantly, making sure cases are correct first time. This has been a massive asset for me to bring into my current role. Previously I was working as a Sales Support Adviser, making sure adviser submitted cases were fully packaged before they went to our processing centre and also, I was a Customer Service Adviser. All this experience has given me extensive knowledge within the Mortgage sector and enhances the role I have now.
I joined Charles Derby Mortgage Bureau back in November 2017, which was always going to be my next move, becoming a self-employed Mortgage Broker. I choose CDMB due to their reputation and the great support they had to offer, which has been amazing, especially considering I work from home.
I live in Barry, yes, the hometown of Gavin and Stacey with my Partner, Daughter and our little Fur baby. I did venture to the valleys for 7 years, but I hated the mountains and needed the sea air and beaches, we also love to have holidays booked, if we don’t have one in the diary, then there is something really wrong.
- I have Financial Planning Certificates 1 – 3 and the Mortgage Advice Qualification.